Business introduction
Wealth technology to power better financial experiences
We develop intelligent wealth management platforms to boost digital client engagement, while empowering your employees through improved business efficiencies and digital processes
Invsta provides intelligent digital engagement and innovation solutions to financial service businesses globally. Our purpose is to inspire excitement and confidence in financial services by powering better financial experiences. Delight your customers and bring your financial service business into the digital age with our range of online wealth management and digital investment solutions.
We're committed to empowering the future of financial services through digital innovation and engagement.
Invsta Solutions
Digital Onboarding Solution
A comprehensive digital onboarding solution that improves accessibility and enhances the customer experience during that important first interaction. Our solution is designed to cater to multiple account types, and can be customised to your brand. From quick and simple individual account opening and electronic AML, through to complex, multi-level ownership......
business needs
view solutionFund & Asset Manager Solution
An integrated online investment and customer management platform to improve customer engagement and support your business growth. Delight and excite customers through mobile responsive digital engagement tools by giving them the flexibility and transparency they demand. Streamline customer management and investment processes through automation and intuitive self-service tools. Manage compliance requirements in a......
business needs
view solutionRetirement/KiwiSaver Investment Solution
An intelligent investment and customer management platform that makes it easier to attract and retain the emerging mass market of investors. Provide a mobile-first investment experience to enable clients to interact with and plan their retirement based on their unique goals. Make it easier for your compliance and administration employees to focus......
business needs
view solutionRobo Advice Solution
A powerful digital advice solution that improves the accessibility of advice, giving customers the confidence to invest at a time and place that suits them. Intelligent algorithms based on client's risk profiles and other data points help to deliver curated advice to each investor, while intuitive workflows keep investors engaged......
business needs
view solutionWealth Advisor Solution
An intelligent investment and customer management solution that fosters and strengthens the client-advisor relationship through digital engagement tools. Create a truly engaging and immersive online experience that enables you to develop more meaningful customer relationships through intuitive digital tools....
